By Louise Worsley

Appropriate planning of a project is the hallmark of a professional project manager—good planning is what sets apart great projects from failed initiatives. It is what ensures that the executive actions undertaken remain connected to the goals and outcomes expected by the stakeholders. A project plan is a framework for decision making throughout the life of the project. It is hardly surprising then that the significance of planning in projects is much greater than in any other management discipline. 

Is planning still an important skill?

Today if you ask a project manager what the most important skill they require for their job is, they are likely to refer to areas such as stakeholder management, communications, leadership, or behavioral competencies. Is this because it is assumed that planning is obviously important and does not need to be mentioned or is it that project managers believe that with the right leadership style, communications and engagement they don’t need planning? Do approaches such as Agile, which expound people over process, deliberately or inadvertently promote the obsolescence of planning? 

After more than 70 years of experience in project management, and working with hundreds of professional, high-performance project managers, we know planning in projects is essential, but have also found the planning discipline to be both underused and misunderstood. Three factors we believe are responsible:

• Planning is tricky to teach and to learn. Methods and frameworks such as PMI and PRINCE2 discuss processes involved in planning, but neither gives real insights into what a good plan is and what proper planning feels like. The purpose of the planning process is to structure the controllable factors to make the project achievable within the set of success conditions (constraints and critical success factors).
• Planning is confused with scheduling. We do sometimes wonder if this is deliberate! We note the frequent and common substituting of the one word for the other, and the way sponsors accept Gantt charts when they ask for the project plan. Microsoft Project may or may not be a useful scheduling tool. What it most certainly is not, is a planning tool. What is so saddening is that while every project benefits from having a plan, it is less evident that all need a schedule, and many that have one don’t follow it. 
• Templates are introduced to standardize and simplify planning. Possibly, in a well-intentioned effort to ease the learning curve for junior project managers and inexperienced sponsors, project management offices provide, promulgate, and sometimes mandate the use of a planning template. While without a doubt there is a single idea behind the need for a project plan, the impact of the differing contexts of projects frustrates the ambition for a single ‘silver bullet’ template. 

There is no single approach to planning

In our research into what makes project managers successful, planning, along with monitoring and control, are the two areas where high-performance project managers spend most of their time. What is also clear from the findings is that the most distinctive characteristic is their ability to use their experience and know-how to adapt their planning approach to meet the specific challenges of the project they were managing.

There is no single approach to planning a project, but neither is project planning a free-for-all. One consistent finding is that the context— the environment within which planning takes place—determines the approach that is most appropriate to use; which techniques and tools are most suitable; and what factors to consider. 

About the Author:

Louise Worsley, with her husband, Christopher Worsley, are the authors of Adaptive Project Planning, published in February 2019.  This book prepares you for many of the common project planning situations you will meet. It addresses how planning and planning decisions alter, depending on the constraint hierarchy: how resource-constrained planning differs from end-date schedule planning, what is different between cost-constrained plans and time-boxing. It also discusses the challenges of integrating different product development life cycles, for example, Agile and waterfall, into a coherent and appropriate plan.

Readers of Virtual Project Consulting who buy the book now, will receive a discount of 15% – use buying code WOR2019. Click on the image!